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Manager Overview
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Comprehensive Wealth Management
Investment Portfolio Management |
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Experience & Disclosure
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My CRD Number:
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2675922 |
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Firm CRD Number:
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144913 |
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Work Experience:
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Before co-founding Zeller Kern in 2007, Steve served as Vice President of Investments at A.G. Edwards, where he practiced wealth advisement and investment management for 13 years. |
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Academic Background:
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B.S., B.A.degrees from the Sam Walton School of Business, University of Arkansas, 1987. |
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Services
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Types of Investments:
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Providing investment portfolio management for select individuals, institutions, foundations and endowments. |
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Qualifications
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Certifications, Accreditations and Designations:
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Steve holds his series 7, series 31, series 63, and series 65 licenses. Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional. |
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Number of Advisors in Office:
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5 |
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Advisor's Number of Clients:
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100 |
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Assets Managed by Advisor:
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71 million |
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Compensation
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New Client Minimum Portfolio Size:
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400,000 |
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Fee:
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1.25% or less |
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Money Manager Articles
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Creating An Ethical Will - 05/07/2009
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